From the early age of 7, I had a love of math and numbers and proclaimed to my parents that I was going to be an accountant when I grew up. My interest in math did not wane, but a decade later, I was a 17-year-old newly enlisted soldier in the Army National Guard with an enlistment bonus check in my hand and found myself getting my first exposure to the investment world. I sat with my parents and their Edward Jones financial advisor to discuss how to invest my bonus, and from there, I was hooked!
I went on to attend college at the University of Nebraska - Lincoln to pursue my passion for finance while concurrently serving in the National Guard. I graduated magna cum laude with a Bachelor of Science in accounting and finance with a minor in psychology.
I had the privilege to join Edward Jones right after college and for the past 20 years, I have had the opportunity to make a difference in the lives of families and businesses in my community by helping them reach their financial goals.
We partner with individuals, families, professionals and business owners to identify what is important to you and create a personalized strategy to help reach your goals. Education is very important to us and we pride ourselves on explaining the investment world to you in terms you can understand.
In order to better serve my clients, I have continued my education as well, and obtained the CFP® certification.
Even though I did not fulfill my childhood dream of becoming an accountant, I married one instead! My husband, Matt, and I enjoy spending time boating on Lake Minnetonka, golfing, traveling the world and spending time with our three children - Grace, Isaac and Joey.
Relationships are important to us and we welcome the opportunity to learn about you and your goals. Let's visit!
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
Office Address808 Yellow Brick Road
Chaska, MN 55318 opens in a new window
Phone NumberKelly K Schrempp at (952) 361-9617
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